Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,265 | $138,114+39.2% | $125,391+53.3% | $134,545+42.9% |
| Participation rate | 30.8% | 84.5%-53.7pp | 82.4%-51.6pp | 81.2%-50.5pp |
| Annual return | -13.15% | 750.88%-764.0pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $488 | $5,246-90.7% | $4,816-89.9% | $4,742-89.7% |
| Participant deferral / active EE | $5,188 | $7,801-33.5% | $7,448-30.3% | $6,401-19.0% |
| Admin fee / account holder | $23,809 | $11,570+105.8% | $10,009+137.9% | $11,431+108.3% |